Moser Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Moser Wealth Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$62K	Sell	1,000 -1,269	-56%	-$74.5K	0.03%	102
2025 Q1	$132K	Buy	2,269 +994	+78%	+$61.7K	0.07%	87
2024 Q4	$79.4K	Hold	1,275	–	–	0.04%	87
2024 Q3	$79.5K	Hold	1,275	–	–	0.04%	89
2024 Q2	$74.6K	Hold	1,275	–	–	0.04%	89
2024 Q1	$77.4K	Hold	1,275	–	–	0.04%	92
2023 Q4	$70.7K	Hold	1,275	–	–	0.05%	87
2023 Q3	$63.6K	Hold	1,275	–	–	0.04%	81
2023 Q2	$66.7K	Buy	+1,275	New	+$63.4K	0.04%	81
2022 Q4	$61.7K	Hold	1,275	–	–	0.05%	82
2022 Q3	$56K	Hold	1,275	–	–	0.04%	83
2022 Q2	$58K	Hold	1,275	–	–	0.04%	86
2022 Q1	$68K	Hold	1,275	–	–	0.04%	87
2021 Q4	$72K	Hold	1,275	–	–	0.04%	84
2021 Q3	$67K	Hold	1,275	–	–	0.04%	90
2021 Q2	$69K	Hold	1,275	–	–	0.04%	88
2021 Q1	$66K	Hold	1,275	–	–	0.05%	87
2020 Q4	$59K	Hold	1,275	–	–	0.04%	84
2020 Q3	$47K	Hold	1,275	–	–	0.04%	83
2020 Q2	$45K	Hold	1,275	–	–	0.04%	81
2020 Q1	$37K	Hold	1,275	–	–	0.04%	76
2019 Q4	$52K	Buy	+1,275	New	+$50.5K	0.05%	84

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moser Wealth Advisors's IJH Position: Q2 2025 in Review

Moser Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 56% in Q2 2025, selling an estimated $74.5K and leaving 1,000 shares worth $62K. The position accounts for 0.03% of the portfolio, ranked #102.

Moser Wealth Advisors first reported a position in IJH in Q4 2019 and has held it in 22 quarters since. The position peaked at $132K in Q1 2025. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Moser Wealth Advisors held 1,000 shares of iShares Core S&P Mid-Cap ETF worth $62K as of Q2 2025.
Moser Wealth Advisors sold 1,269 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $74.5K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Moser Wealth Advisors's portfolio in Q2 2025, its #102 holding.
Moser Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $132K in Q1 2025.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.